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Estate Planning Refresh: When and How Your Clients Should Update Their Estate Plans

Estate Planning

Estate plans are only effective when they accurately reflect your clients’ circumstances, as well as current state and federal tax law. Neglected estate plans not only jeopardize your clients’ estate planning wishes, but may also negatively impact their loved ones, not to mention themselves.

Read our Insight Brief, “Estate Planning Refresh: When and How Your Clients Should Update Their Estate Plans” to learn more.

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